Sharon said, “If your donors have included you in the Will you should visit; if you have bequest prospects you should visit. A person can easily take you out of the Will as quickly as they put you in. You need to have a ‘bequest communication plan’ in place.”
Here’s her plan:
She also recommends using an Excel spreadsheet to list all the months of the year and all the activities you will do such as:
January – call each bequestor to wish a Happy New Year
February – post invite for March function
March – host function
April – post newsletter
Great job Sharon! Thanks for sharing.
Subscribe to our blog today and get actionable fundraising ideas delivered straight to your inbox!